Forvis Mazars Wealth Advisors’s Blackstone BX Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$595K	Sell	5,055 -23	-0.5%	-$2.76K	0.01%	279
2026 Q1	$584K	Sell	5,078 -268	-5%	-$34.9K	0.01%	264
2025 Q4	$824K	Buy	5,346 +3,003	+128%	+$456K	0.02%	228
2025 Q3	$400K	Sell	2,343 -90	-4%	-$15.4K	0.01%	320
2025 Q2	$364K	Sell	2,433 -2	-0.1%	-$275	0.01%	336
2025 Q1	$340K	Buy	2,435 +70	+3%	+$11.4K	0.01%	336
2024 Q4	$408K	Buy	2,365 +100	+4%	+$17.4K	0.01%	340
2024 Q3	$347K	Sell	2,265 -53	-2%	-$7.35K	0.01%	364
2024 Q2	$287K	Sell	2,318 -100	-4%	-$12.3K	0.01%	356
2024 Q1	$318K	Sell	2,418 -102	-4%	-$12.7K	0.01%	342
2023 Q4	$330K	Sell	2,520 -100	-4%	-$10.8K	0.01%	326
2023 Q3	$281K	Sell	2,620 -1,138	-30%	-$119K	0.01%	341
2023 Q2	$349K	Buy	+3,758	New	+$325K	0.01%	338

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BX Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Blackstone (BX) stake by 0.45% in Q2 2026, selling an estimated $2.76K and leaving 5,055 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #279.

Forvis Mazars Wealth Advisors first reported a position in BX in Q2 2023 and has held it in 13 quarters since. The position peaked at $824K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,055 shares of Blackstone worth $595K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 23 Blackstone shares in Q2 2026, an estimated $2.76K.
Blackstone made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #279 holding.
Forvis Mazars Wealth Advisors first reported a position in Blackstone in Q2 2023 and has held it in 13 quarters since.
Forvis Mazars Wealth Advisors's Blackstone position peaked at $824K in Q4 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.